Executry & Trust Feeing

Following an extensive review of your files and papers we
will then provide you with a comprehensive note of fee
together with a Certificate of Assessment for your clients.
The Note of Fee will ensure that your client is aware of all
work undertaken by you and the subsequent fee as assessed
by us.

Executry and Trust Accounts

We prepare bespoke, scheduled accounts and/or accounts of
Charge and Discharge regardless of how simple or complex
the matter may be. We provide hard copies of the accounts
as well as an electronic version to suit the client’s specific
needs.

Charities & Charitable Trusts

It is a statutory requirement that the accounts and
intromissions of all Scottish Charities are independently
examined. We provide a comprehensive Audit service for
charitable trusts, and will also provide the required Auditor’s
report for submission to the Office of the Scottish Charity
Regulator (OSCR).